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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
1801
Genesee Capital Advisors
New York
$315K
SWA
1802
SOA Wealth Advisors
New York
$315K +$1.71K +13 +0.5%
AIM
1803
Avity Investment Management
Connecticut
$314K
WIM
1804
Warwick Investment Management
Texas
$314K +$262 +2 +0.1%
FHC
1805
First Heartland Consultants
Missouri
$314K +$26.8K +204 +8%
DA
1806
DCM Advisors
New York
$314K -$45.9K -350 -12%
CS
1807
Cannell & Spears
New York
$313K
MFG
1808
Magnus Financial Group
New York
$313K +$7.61K +58 +2%
VCM
1809
Vivaldi Capital Management
Illinois
$312K +$919 +7 +0.3%
BAMG
1810
Brand Asset Management Group
Missouri
$311K +$11.3K +86 +3%
VA
1811
Valmark Advisers
Ohio
$310K -$245K -1,866 -42%
IC
1812
Inverness Counsel
New York
$309K
MHIC
1813
Marble Harbor Investment Counsel
Massachusetts
$309K
PFBT
1814
Parkside Financial Bank & Trust
Missouri
$309K +$3.67K +28 +1%
CCG
1815
Chatham Capital Group
Georgia
$308K -$39.4K -300 -10%
OIA
1816
Optimum Investment Advisors
Illinois
$308K +$2.1K +16 +0.6%
SI
1817
Saxon Interests
Texas
$308K +$26.2K +200 +9%
BIA
1818
Bigelow Investment Advisors
Maine
$307K -$8.53K -65 -2%
HIP
1819
HUB Investment Partners
Texas
$307K +$339K +2,585 New
BMM
1820
Buffington Mohr McNeal
Idaho
$306K -$32.8K -250 -9%
RPWA
1821
Regent Peak Wealth Advisors
Georgia
$306K -$16K -122 -5%
SFP
1822
Sweet Financial Partners
Minnesota
$306K
JWBC
1823
J.W. Burns & Co
New York
$305K
LWP
1824
Lumature Wealth Partners
Georgia
$305K +$25.9K +197 +8%
NFP
1825
NorthLanding Financial Partners
New York
$305K +$337K +2,570 New